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CI

Clal Insurance Portfolio holdings

AUM $16.6B
1-Year Est. Return 68.34%
This Fund
S&P 500
This Quarter Est. Return
+5.41%
1 Year Est. Return
+68.34%
3 Year Est. Return
+151.82%
5 Year Est. Return
+175.48%
10 Year Est. Return
+729.64%
AUM
$11.1B
AUM Growth
-$200M
Cap. Flow
-$592M
Cap. Flow %
-5.33%
Top 10 Hldgs %
51.96%
Holding
215
New
92
Increased
21
Reduced
36
Closed
24

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$300M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$209M
3
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$198M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$182M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$175M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$351M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$230M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$208M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$190M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$138M

Sector Composition

Rank Sector Weight
1 Technology 22.14%
2 Healthcare 8.93%
3 Communication Services 5.88%
4 Industrials 3.83%
5 Utilities 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLI icon
26
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$118M 1.06%
+894,000
New +$123M
NTR icon
27
Nutrien
NTR
$33.9B
$113M 1.01%
2,495,282
– –
DIS icon
28
Walt Disney
DIS
$171B
$92.9M 0.84%
830,032
-328,849
-28% -$34.5M
KEN icon
29
Kenon Holdings
KEN
$3.33B
$92.9M 0.84%
2,782,978
+88,762
+3% +$2.56M
ICL icon
30
ICL Group
ICL
$6.58B
$88.8M 0.8%
17,999,761
-1,021,243
-5% -$4.57M
MA icon
31
Mastercard
MA
$498B
$81.5M 0.73%
154,863
+18
+0% +$9.32K
V icon
32
Visa
V
$701B
$78.7M 0.71%
249,148
+36
+0% +$10.8K
CLBT icon
33
Cellebrite
CLBT
$3.76B
$77M 0.69%
3,496,109
-469,838
-12% -$9.04M
MU icon
34
Micron Technology
MU
$835B
$70.6M 0.64%
838,000
+143,000
+21% +$14.5M
KWEB icon
35
KraneShares CSI China Internet ETF
KWEB
$5.5B
$69.5M 0.63%
2,377,000
-5,923,000
-71% -$190M
LLY icon
36
Eli Lilly
LLY
$1.08T
$69.3M 0.62%
89,704
+4,904
+6% +$4.06M
FORTY
37
Formula Systems
FORTY
$1.66B
$69.2M 0.62%
824,703
– –
TAN icon
38
Invesco Solar ETF
TAN
$1.37B
$67.6M 0.61%
2,040,000
-560,000
-22% -$20.7M
FXI icon
39
iShares China Large-Cap ETF
FXI
$4.32B
$67M 0.6%
2,200,000
-6,600,000
-75% -$208M
AMT icon
40
American Tower
AMT
$83.5B
$66M 0.59%
356,551
+40
+0% +$8.29K
ADBE icon
41
Adobe
ADBE
$105B
$65.3M 0.59%
146,936
-1,482
-1% -$734K
TSLA icon
42
Tesla
TSLA
$1.18T
$64.6M 0.58%
+160,012
New +$51.5M
PFE icon
43
Pfizer
PFE
$143B
$60.3M 0.54%
2,272,410
-7,000
-0.3% -$190K
AER icon
44
AerCap
AER
$23.4B
$58.7M 0.53%
612,941
– –
XSOE icon
45
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
$55.2M 0.5%
1,809,401
– –
EPI icon
46
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$54.3M 0.49%
1,200,000
– –
URNM icon
47
Sprott Uranium Miners ETF
URNM
$1.71B
$49.5M 0.45%
1,227,000
– –
XBI icon
48
State Street SPDR S&P Biotech ETF
XBI
$10B
$48.1M 0.43%
534,000
-896,000
-63% -$86.8M
CYBR
49
DELISTED
CyberArk
CYBR
$47.7M 0.43%
143,252
+83,252
+139% +$25.3M
MGIC
50
DELISTED
Magic Software Enterprises
MGIC
$42.1M 0.38%
3,420,060
– –
1
2
3 4 5

Similar funds

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Clal Insurance's Q4 2024 Portfolio in Review

As of Q4 2024, Clal Insurance held 215 positions worth $11.1B, down 1.8% from $11.3B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clal Insurance withdrew a net $592M in Q4 2024, closing 24 positions and reducing 36 holdings. Its most notable exit was State Street Consumer Staples Select Sector SPDR ETF, an estimated $230M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Clal Insurance opened a new position in iShares Semiconductor ETF worth $289M.

  • Clal Insurance's largest Q4 2024 buy was iShares Semiconductor ETF: 1,343,000 shares worth $289M.
  • Clal Insurance added most to State Street Financial Select Sector SPDR ETF in Q4 2024, an estimated $182M increase.
  • Clal Insurance's biggest Q4 2024 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $351M.
  • Clal Insurance fully exited State Street Consumer Staples Select Sector SPDR ETF in Q4 2024, selling an estimated $230M.
  • Clal Insurance's ten largest holdings make up 52% of its $11.1B portfolio in Q4 2024.
  • Clal Insurance opened 92 new positions and closed 24 in Q4 2024.
  • Clal Insurance's portfolio value fell 1.8% quarter-over-quarter to $11.1B.

Based on Clal Insurance's 13F filing for Q4 2024, filed 6 Feb 2025.